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Walser Wealth Management’s ConocoPhillips COP Stock Holding History

Walser Wealth Management’s Portfolio COP Stock Details COP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$365K Buy
3,507
+858
+32% +$102K 0.15% 141
2026
Q1 		$350K Sell
2,649
-9,041
-77% -$1M 0.16% 109
2025
Q4 		$1.09M Buy
+11,690
New +$1.06M 0.58% 26

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Walser Wealth Management's COP Position: Q2 2026 in Review

Walser Wealth Management increased its ConocoPhillips (COP) stake by 32% in Q2 2026, buying an estimated $102K and bringing the position to 3,507 shares worth $365K. The position accounts for 0.15% of the portfolio, ranked #141.

Walser Wealth Management first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q4 2025. 2,447 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Walser Wealth Management held 3,507 shares of ConocoPhillips worth $365K as of Q2 2026.
  • Walser Wealth Management bought 858 ConocoPhillips shares in Q2 2026, an estimated $102K.
  • ConocoPhillips made up 0.15% of Walser Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Walser Wealth Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Walser Wealth Management's ConocoPhillips position peaked at $1.09M in Q4 2025.
  • 2,447 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.